-8.9%
PYPL vs RMD
+57.4%
-66.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.7% | -2.9% |
| 7D | +2.7% | -5.0% | +7.7% | +4.2% |
| 30D | -4.9% | +2.2% | -7.1% | -5.8% |
| 3M | +28.9% | +17.8% | +11.0% | +22.2% |
| 6M | +18.2% | -11.3% | +29.6% | +21.6% |
| YTD | -5.0% | -4.4% | -0.6% | -4.7% |
| 1Y | -18.8% | -15.7% | -3.1% | -15.4% |
| All | -8.9% | +57.4% | -66.3% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling